Troubleshooting

Account Management

Configuration

Share Settings

Overview

Shared settings are those Macabacus settings that can be set by an administrator for use by all Macabacus users in an organization, in order to facilitate uniformity in the formatting of materials produced across your organization, and to standardize the Macabacus experience for all users. Shared settings may include certain Macabacus settings which are applicable to specific Office applications, and Macabacus settings common to all Office applications. Not all Macabacus settings are eligible for sharing, as some Macabacus tools should always be customizable by end users. Shareable settings are listed in the following tables.

Administrator privileges

End users without administrator privileges will be unable to make changes to Macabacus settings that are shared. Keep this in mind when selecting which settings to share.

Common Settings

Color Palette

A fixed color palette used to standardize colors across Office applications, workbooks, presentations, documents, and organizations.

Standard Sizes

Pre-defined rectangular dimensions used to conform the sizes of Office shapes and Excel ranges to your organization's presentation/document layouts.

Keyboard Shortcuts

Shortcut keystrokes for Macabacus tools in Excel and Word.

Tab Accelerator Keys

Keys that activate the Macabacus tabs in the Office ribbon, which can be customized to avoid conflict with other add-ins. For example, H is the accelerator key for the Home tab.

Company Library Path

Folder path to the company library containing reusable content and templates.

Library Cache Frequency

Frequency with which remote (network) libraries are cached locally for working with library content and templates offline.

Publish Shared Settings

First, ensure that the Macabacus settings you intend to share are customized as desired on your computer. Your local Macabacus settings are what will be published for others to use. Next, open the Enterprise Configuration dialog by clicking the Macabacus > Settings > Share button in Excel, PowerPoint, or Word. To prevent unauthorized changes, the Enterprise Configuration dialog will not open unless the Office application is run as an administrator. In the Enterprise Configuration dialog, add a checkmark next to the Macabacus settings you want to share across your organization.

Publish to the Cloud

The easiest way to share Macabacus settings across your organization is to publish them to the cloud, where they are stored on Macabacus' server. Once you have selected the Macabacus settings to share as described above, select the Publish to Cloud option in the Enterprise Configuration dialog and click the Publish Now button.

The next time users within your organization sign into the Macabacus add-in in Excel, PowerPoint, or Word, Macabacus will automatically download your shared settings from the Macabacus server and make them immediately available.

To make changes to shared settings, open the Enterprise Configuration dialog, check/uncheck the desired settings, and click the Publish Now button. The existing shared settings stored in the cloud will be overwritten with the new settings.

Publish to the Server

Alternatively, you can publish your shared Macabacus settings to a location on your network. This option is more technically involved, and you may require assistance from an IT professional. Once you have selected the Macabacus settings to share as described above, select the Publish to Network option in the Enterprise Configuration dialog and click the Publish Now button.

If you are publishing shared settings for the first time, or Macabacus cannot find an existing shared settings configuration file, clicking the Publish Now button will generate a shared settings configuration file (an XML file) on your computer. The path to this file will be shown in the Enterprise Configuration dialog. Move this file to a network location accessible to all Macabacus users and update the path in the Enterprise Configuration dialog using the Browse button.

Network access

End users require read access to the network location of the shared settings configuration file.

Once you have moved the shared settings configuration file to an appropriate network location, the end users' computers need to know where the file is located. This is accomplished via a registry key—shown in the Registry section of the Enterprise Configuration dialog—that instructs Macabacus where to find the configuration file. This registry key must be replicated on each Macabacus user's computer. The next time users start Office applications for which Macabacus is installed, Macabacus will automatically import shared settings from the path specified in the registry if there is an update. Upon closing the Enterprise Configuration dialog, this registry key will be created/updated on the administrator's computer.

Distributing registry changes

When updating shared settings, the existing configuration file will be replaced with the new information. As long as the path to the file has not changed, you do not need to update the registries of your users. If you need to change the location of or rename the shared settings configuration file, click the Browse button to locate the file and close the dialog to update the registry on your local machine. Then, distribute this registry change to other computers on your network.

Other Publishing Options

If your organization has a small number of Macabacus users and limited IT support, and publishing to the cloud is not possible because your users have individual subscriptions, you can share Macabacus settings across your organization by configuring Macabacus on a single PC, then export your settings to an XML file. Email this file to other Macabacus users with instructions to import settings from this file. Note that users will not be prevented from making changes to these settings and are not required to implement them.

This documentation refers to Macabacus version 8.9.17. Some features and descriptions of these features may notapply to older versions of Macabacus. Update your Macabacus software to take advantage of the latest features.

The leading Microsoft Office productivityadd-ins for finance and other professionals